Relationship Manager

7 days ago


Pune, Maharashtra, India Tata AIA Life Insurance Full time
JOB DESCRIPTIONPosition TitleRelationship ManagerDepartmentDirect Distribution – Direct Sales ForceLevel/ BandOfficerReports to DirectSales ManagerGeographic Area CoveredAs per mapped branch & cityStakeholders - InternalDSF Sales ForceStakeholders - ExternalExiting Tata AIA ConsumersOrganizational Relationships

Job DimensionsKey Result AreasSales· Achieve the set business targets on ANP and case count· Acquire New Customer through following: LeadsNatural market References Orphan base· Fix meetings with the prospects to conduct needanalysis and explain products· Implement and adhere to Need Based Selling Model.· Up- sell & Cross Sell the Orphan Base of Customers allocated.· Ensuring timely issuance of policies by resolving pending etc.· Render prompt post sales service to all allocated customers with respect to all domains· Adhere to the customer touch-point engagement in order to service his portfolio of customers.· Maintaining the desired persistency ratio· Strategize and interact closely with the supervisor on delivering on Business nos.· Work collectively with the supervisor and conduct joint sales calls whenever required· To develop and implement short term and long termplans to achieve sales targets· Adhere to Activity management framework advised· Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.

Customer orientation & reporting/ (MIS)· Update the LMS (Lead management System) on a daily basis.· Adhering to the Training Road map.· Providing timely reports to the Supervisor / Area manager as per the requirement.· Ensuring compliance to internal sales process· Should be process & product champion to ensure adherence to TALIC policies and procedures.· Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines.

Highlight and recommend process gaps, flaws and processchanges.
Skills RequiredTechnicalBehavioralEssentialDesiredInterpersonal Skills

  • Communication Skills
  • Creative thinking skills
  • Supervising/ Leadership skills
  • Teamwork Skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills
Incumbent CharacteristicsEssentialDesiredQualificationGraduateGraduateExperience0 -2 years' experience2 years' experience with similar roleAgeBelow 30 yearsBasic CompetencyGood AttitudeClear Communication( Local Language ), Basic English language understanding / communicationBasic Mathematics ( % calculation etc )Disclaimer:

This Job Description is indicative in nature.

The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.



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